Sentences with phrase «superannuation funds not»

Superannuation Standalone Immediate Annuity, which is used to pay annuities under superannuation funds not managed by ICICI Prudential, and under other groups, if the premium for annuity purchase is less than Rs. 2 crores in a financial year.

Paying annuities under superannuation funds not managed by ICICI Prudential Life, and under other groups, if the premium for annuity purchase is more than Rs. 2 crore in a financial year.

Not exact matches

But a number of superannuation fund investors said the resignation of Ms Brenner would not alter a protest vote against the re-election of three directors: Andrew Harmos, Vanessa Wallace and Holly Kramer.

UniSuper, one of Australia's biggest not - for - profit superannuation funds, has lifted its stake in Hancock's Taumata Plantations.

Generally, you must use the RBS when you pay a rollover super benefit to another super fund and you are not already providing all of this information electronically under the Superannuation Data and Payment Standards 2012 (the rollover data standard).

If you make contributions to a complying superannuation fund or a retirement savings account (RSA) on behalf of your spouse (married or de facto) who is earning a low income or not working, you may be able to claim a tax offset.

PFRDA in its circular has clearly mentioned that as per the provisions in the Income Tax Act, the amount transferred from Recognised PF / superannuation fund to NPS will not be treated as Income of the current financial year and is hence not taxable.

As the asset is not being dealt with for the sole purpose of enabling the fund to discharge all or part of its liabilities in respect of superannuation income stream benefits, it can not be a segregated current pension asset under subsections 295 - 385 (3) or 295 - 385 (4) of the ITAA 1997.

From 1 July 2017, a fund will lose the income tax exemption for assets supporting TRISs and similar superannuation income streams that are not in the retirement phase from this time.

Note, the fund could not use the segregated method for the 2017 - 18 income year because Tina's total superannuation balance exceeds $ 1.6 m on 30 June 2017 (refer to paragraphs 25 to 27 of this Ruling).

The fund could not use the segregated method for the 2017 - 18 income year because Tina's total superannuation balance exceeds $ 1.6 m on 30 June 2017 (refer to paragraphs 25 to 27 of this Ruling).

Alternatively, if you are not able to lodge an Online application for your money held by super funds, you can use a paper Application for a departing Australia superannuation payment (NAT 7204) form and send the form directly to your super fund.

Private equity funds are usually not available to retail investors as the minimum investment is often $ 500,000 or higher, however retail investors may have exposure to private equity funds through their superannuation fund.

The CGT relief provisions preserve the income tax exemption for capital gains accrued, but not yet realised, by a complying superannuation fund on CGT assets held throughout the pre-commencement period (see paragraph 7 of this Guideline).

The CGT relief provisions preserve the income tax exemption for capital gains accrued, but not yet realised, by complying superannuation funds and pooled superannuation trusts on CGT assets held throughout the pre commencement period (see paragraph 7 of this Guideline).

Part 1 of this article looked at the ways in which superannuation funds and other institutional investors build «multi-manager» equity portfolio structures in an attempt to spread the benefits of diversification within, and not just across, asset classes.

This document deals only with superannuation funds and not with approved deposit funds, retirement savings accounts or superannuation annuities.

An interest refers to a distinct claim of any kind against a superannuation fund or RSA provider, whether it be proprietary in character or not.

If you do not have an SMSF and want to invest your personal superannuation into the Montgomery funds then our partnership with industry - leading superannuation provider, netwealth, can help.

If the company doesn't pay the super on time to a complying fund or retirement savings account, they will have to lodge a superannuation guarantee charge statement and pay the charge to us.

The Fund is a large complying superannuation fund that is an accumulation fund, not a defined benefits fFund is a large complying superannuation fund that is an accumulation fund, not a defined benefits ffund that is an accumulation fund, not a defined benefits ffund, not a defined benefits fundfund.

They do not apply for other purposes such as determining when a superannuation income stream ceases for the purposes of calculating a fund's exempt current pension income.

ATO ID 2007/219 referred to the situation where the superannuation fund could not calculate the tax paid on amounts in the member's accounts as the fund's records «do not track the effect of fund tax on individual accounts over the membership period».

(2) The right under section 5 to equal treatment with respect to employment without discrimination because of sex, marital status or family status is not infringed by an employee superannuation or pension plan or fund or a contract of group insurance between an insurer and an employer that complies with the Employment Standards Act, 2000 and the regulations thereunder.

(2.1) The right under section 5 to equal treatment with respect to employment without discrimination because of age is not infringed by an employee benefit, pension, superannuation or group insurance plan or fund that complies with the Employment Standards Act, 2000 and the regulations thereunder.

With superannuation funds coming under the ambit of fringe benefit tax (FBT), all may not be lost for life insurers as they are increasing the focus on gratuity fund.

Not only that, Manisha is left with just four tax - free avenues for investing her surpluses over the long term — provident fund, gratuity, superannuation fund and any other pension fund approved by the central government.

For Kotak Superannuation Group Plan - II, some premium allocation charge is levied on the fund value and policy administration charge is not applicable.

For Bajaj Allianz Group Superannuation secure, premium allocation charge is deducted from the fund value and policy administration charge is not applicable.

For Kotak Secure Return Superannuation Plan, some premium allocation charge is levied on the fund value and policy administration charge is not applicable.

For Future Generali Group Superannuation Plan, premium allocation charge is not applicable and policy administration charge is applied on the fund value.

For LIC New Group Superannuation Cash Accumalation, premium allocation charge is not applicable and policy administration charge is applied on the fund value.

For ICICI Pru Group Superannuation, premium allocation charge is not applicable and policy administration charge is applied on the fund value.